-27.0%
ETHA vs CAKE
+177.3%
-204.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.5% | +1.7% | +2.6% |
| 7D | +3.5% | -4.5% | +8.0% | +5.4% |
| 30D | +35.3% | -12.4% | +47.7% | +42.5% |
| 3M | +50.9% | +37.3% | +13.5% | +27.2% |
| 6M | +22.1% | +70.7% | -48.6% | -9.2% |
| YTD | -14.6% | +106.0% | -120.6% | -43.6% |
| 1Y | -42.8% | +79.7% | -122.4% | -59.2% |
| All | -27.0% | +177.3% | -204.3% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling